SBI Magnum Equity ESG Fund vs HSBC Business Cycles Fund compare
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Fund | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5544 Cr | ₹995 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Jan 1991 | 20 Aug 2014 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 ESG TRI | NIFTY 500 TRI |
Turn Over | 31% | 28% |
Expense Ratio | 1.94 | 2.28 |
Manager | Rohit Shimpi | Venugopal Manghat |
ISIN Code | INF200K01214 | INF917K01RF8 |
Exits Load | SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Business Cycles Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Month | 3.77% | 3.98% |
6 Month | 3.3% | 1.69% |
1 Year | 8.88% | 8.43% |
3 Year | 16.92% | 25.8% |
5 Year | 22.67% | 30.57% |
SIP Return Analysis
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | 5.92% | 7.2% |
1 Year | 5.83% | 5.42% |
3 Year | 15.53% | 23.72% |
5 Year | 15.21% | 23.15% |
Rolling Lumpsum Returns
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 12.48% | 12.53% |
3 Year | 12.47% | 12.41% |
5 Year | 12.9% | 10.07% |
Risk Management
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.36% | 16.92% |
Sharp | 0.56% | 0.627% |
Beta | 0.87% | - |
Alpha | 1.35% | - |
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Fund Managers
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Name | Rohit Shimpi | Venugopal Manghat |
Total AUM | ₹15441 Cr | ₹41442 Cr |
Funds Managed | 6 | 7 |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
Market Cap
Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 4.05 | 3.21 |
Large Cap | 77.43 | 41.17 |
Mid Cap | 14.2 | 11.24 |
Small Cap | 4.32 | 44.38 |
Sector Allocation
Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 4.05 | 4.33 |
Petroleum Products | 3.32 | - |
IT - Software | 11.61 | - |
IT - Services | 1.66 | - |
Construction | 4.7 | - |
Diversified FMCG | 2.25 | - |
Non - Ferrous Metals | 2.11 | - |
Banks | 29.68 | - |
Automobiles | 7.98 | - |
Auto Components | 2.34 | - |
Electrical Equipment | 4.2 | - |
Finance | 3.01 | - |
Agricultural, Commercial & Construction Vehicles | 0.71 | - |
Consumer Durables | 1.78 | - |
Personal Products | 0.9 | - |
Industrial Products | 2.27 | - |
Pharmaceuticals & Biotechnology | 2.41 | - |
Retailing | 1.49 | - |
Cement & Cement Products | 3.71 | - |
Realty | 1.1 | - |
Healthcare Services | 1.14 | - |
Power | 1.6 | - |
Textiles & Apparels | 1.76 | - |
Insurance | 2.83 | - |
Leisure Services | 1.39 | - |
Energy | - | 6.42 |
Technology | - | 1.43 |
Industrials | - | 28.03 |
Financial Services | - | 29.12 |
Basic Materials | - | 12.59 |
Consumer Cyclical | - | 16.85 |
Real Estate | - | 1.22 |
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